BIDU vs LIF vs PONY Stock Comparison

Baidu, Life360 and Pony AI Prices as of Oct 28, 2026 Peers: Industry group
BIDU Baidu, Inc.
$79.50 -8.6% 1M -37.3% 1Y
Market cap
$2.70B
P/E
–
Revenue (TTM)
$18.33B
Div. yield
–
AI Platforms Technology
3 wins
LIF Life360, Inc.
$44.21 +10.6% 1M -54.5% 1Y
Market cap
$3.69B
P/E
25.0x
Revenue (TTM)
$572.56M
Div. yield
–
AI Platforms Technology
3 wins
PONY Pony AI Inc.
$5.05 -27.2% 1M -76.9% 1Y
Market cap
$1.87B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
1 win

Head to Head

7 decided of 12

Life360 leads on 3 of the 12 questions below (Life360 3, Baidu 3, Pony AI 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBIDULIFPONYLeader
Larger companyMarket capitalisation $2.70B $3.69B $1.87B LIF
Cheaper on earningsLower P/E, profitable companies only -5.6x 25.0x -13.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.7x 33.5x — BIDU
Faster revenue growthRevenue growth, trailing twelve months -0.9% +34.0% +45.8% PONY
More profitableNet margin, trailing twelve months -2.6% 25.7% -109.6% LIF
Better return on capitalReturn on invested capital -2.0% — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -37.3% -54.5% -76.9% BIDU
Better 5-year returnAnnualised price return, 5 years -13.3%/yr — — –
Less volatileAnnualised volatility, 1 year 47.1% 76.9% 66.3% BIDU
Higher overall scoreMean of the five percentile scores vs peers 56/100 78/100 78/100 LIF

Percentile Scorecard

BIDULIFPONY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBIDULIFPONY
Valuation 92 #11 of 124 71 #37 of 124 67 #5 of 13
Growth 19 #92 of 113 100 #1 of 113 82 #3 of 12
Profitability 55 #50 of 109 69 #34 of 109 73 #4 of 12
Financial Health 57 #55 of 127 74 #34 of 127 92 #2 of 13
Shareholder Returns – – –
Overall 56 78 78
  • BIDU ranked among 137 companies in Infrastructure Software
  • LIF ranked among 137 companies in Infrastructure Software
  • PONY ranked among 14 companies in Robotics and Automation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBIDULIFPONYSPY
1 month -8.6%+10.6%-27.2% +0.9%
3 months -24.5%-20.0%-34.1% +5.9%
6 months -34.3%+3.6%-47.2% +8.5%
Year to date -39.2%-31.1%-65.2% +13.3%
1 year -37.3%-54.5%-76.9% +12.4%
3 years -25.7%—— +88.1%
3 years, per year -9.5%—— +23.5%
5 years -51.0%—— +68.2%
5 years, per year -13.3%—— +11.0%
10 years -55.7%—— +263.4%
10 years, per year -7.8%—— +13.8%

Risk

MeasureBIDULIFPONYSPY
Volatility, 1Y 47.1%76.9%66.3% 12.7%
Downside volatility, 1Y 45.1%85.7%70.4% 12.7%
Beta vs S&P 500, 1Y 1.662.342.80 1.00
Return / volatility, 1Y -0.79-0.71-1.16 0.98
Max drawdown, 5Y -55.3%-65.6%-82.4% -25.4%
From 52-week high -51.1%-55.5%-76.9% -0.9%
52-week high $162.52$99.32$21.87 $779.14
52-week low $77.20$38.10$4.93 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBIDULIFPONY
P/E now vs peer median -5.7xmedian 37.9x 24.3xmedian 37.9x -14.0x
P/S now vs peer median 1.5xmedian 4.4x 6.3xmedian 4.4x 17.5xmedian 17.8x
EV/EBITDA now vs peer median —median 34.5x 126.0xmedian 34.5x —
P/FCF now vs peer median 5.7xmedian 26.6x 34.8xmedian 26.6x -10.8xmedian 14.9x
P/B now vs peer median 0.7xmedian 3.4x 5.9xmedian 3.4x 1.4xmedian 1.1x
PEG now vs peer median 0.10median 1.24 0.40median 1.24 —

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBIDULIFPONY
Revenue $18.33B $572.56M $125.04M
Gross profit $1.81B $444.26M $20.29M
Operating income -$999.00M $6.51M -$267.63M
Net income -$543.00M $147.29M -$99.78M
Free cash flow $4.78B $103.24M -$203.60M
R&D $2.84B $152.42M $225.02M
EPS (diluted) $-11.24 $1.72 $-0.36
Cash & equivalents $3.61B $267.06M $327.11M
Total debt $10.97B – –
Shares (diluted) 42.88M 85.59M 379.91M
Enterprise value -$72.75B $2.12B $1.87B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBIDULIFPONY
P/E -5.7x 24.3x -14.0x
P/FCF 5.7x 34.8x -10.8x
P/Operating cash flow 18.3x 34.4x -10.8x
P/S 1.5x 6.3x 17.5x
P/B 0.7x 5.9x 1.4x
P/Tangible book 0.7x 6.7x 1.4x
EV/EBITDA – 126.0x –
EV/EBIT -13.5x 510.5x -4.0x
EV/Revenue 0.7x 5.8x 8.6x
EV/FCF 2.8x 32.2x -5.3x
EV/Operating cash flow 9.1x 31.9x -5.3x
PEG (3Y EPS CAGR) 0.10 0.40 –

Growth

14 metrics
MetricBIDULIFPONY
Revenue growth (1Y) -0.9% 34.0% 45.8%
Revenue CAGR (3Y) -0.5% 28.9% –
Gross profit growth (1Y) 12,345% 34.8% 39.0%
Gross profit CAGR (3Y) -36.6% 33.0% –
Operating income growth (1Y) -140.6% 31.6% 19.2%
Operating income CAGR (3Y) -32.9% 28.5% –
Net income growth (1Y) -114.0% 434.2% 66.7%
Net income CAGR (3Y) -30.7% 69.1% –
EPS growth (1Y) -201.2% 427.2% 86.9%
EPS CAGR (3Y) -55.3% 61.4% –
Operating cash flow growth (1Y) 2,449% 136.7% -55.2%
Operating cash flow CAGR (3Y) -31.9% 85.0% –
Free cash flow growth (1Y) 236.1% 144.9% -55.2%
Free cash flow CAGR (3Y) -6.5% 84.6% –

Profitability

14 metrics
MetricBIDULIFPONY
Gross margin 9.9% 77.6% 16.2%
EBITDA margin – 4.6% –
Operating margin -5.5% 1.1% -214.0%
Pretax margin -2.3% 2.5% -68.0%
Net margin -2.6% 25.7% -109.6%
FCF margin 26.1% 18.0% -162.8%
Operating cash flow margin 8.1% 18.2% -162.8%
Return on equity -1.3% 24.3% –
Return on assets -0.8% 14.1% –
Return on invested capital -2.0% – –
Return on capital employed -1.8% 0.7% –
Asset turnover 0.3x 0.5x –
Cash conversion (OCF / net income) -2.7x 0.7x 2.0x
Stock comp / revenue – 12.1% –

Financial Health

11 metrics
MetricBIDULIFPONY
Debt / assets 15.8% – –
Debt / equity 0.3x – –
Net debt / EBITDA – – –
Debt / FCF 2.3x – –
Liabilities / assets 40.1% 41.7% 9.4%
Equity / assets 59.9% 58.3% 90.6%
Interest coverage -2.7x – –
Current ratio 2.3x 5.6x 15.9x
Quick ratio 2.0x 3.6x 15.1x
Cash ratio 1.9x 2.5x 14.4x
Altman Z-score – 5.87 –

Shareholder Returns

7 metrics
MetricBIDULIFPONY
Dividend yield – – –
Net buyback yield – – –
Shareholder yield – – –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBIDULIFPONY
Forward P/E 14.7xFY2026 33.5xFY2026 –
EPS, next fiscal year $5.42FY2026 $1.32FY2026 $-0.61FY2026
EPS growth, next FY -29.1%FY2026 -45.7%FY2026 –
EPS growth, the year after +21.8% +25.8% –
Revenue, next fiscal year $19.51BFY2026 $718.60MFY2026 $144.05MFY2026
Revenue growth, next FY +5.7%FY2026 +46.8%FY2026 +60.1%FY2026
Revenue growth, the year after -0.6% +19.2% +110.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBIDULIFPONY
Held by institutions 17.5% 40.8% 35.9%
Institutions holding 490 205 155
Change in shares held, QoQ +8.1% +4.5% +22.5%
Institutions buying 236 116 101
Institutions selling 144 65 33
Buyers to sellers 1.64 1.78 3.06

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BIDULIFPONY
BIDU 1.00 0.25 0.45
LIF 0.25 1.00 0.30
PONY 0.45 0.30 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, BIDU, LIF and PONY?

Life360 (LIF) is the largest by market capitalisation: Baidu (BIDU) $2.70B, Life360 (LIF) $3.69B, Pony AI (PONY) $1.87B.

Which company is growing faster?

Pony AI (PONY) grew revenue fastest over the trailing twelve months: Baidu (BIDU) -0.9%, Life360 (LIF) +34.0%, Pony AI (PONY) +45.8%.

Which company is more profitable?

Life360 (LIF) has the highest net margin (Baidu (BIDU) -2.6%, Life360 (LIF) 25.7%, Pony AI (PONY) -109.6%).

Which stock has performed better?

Over the past year Baidu (BIDU) returned the most: Baidu (BIDU) -37.3%, Life360 (LIF) -54.5%, Pony AI (PONY) -76.9%. Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Baidu (BIDU) has been the steadiest (Baidu (BIDU) 47.1%, Life360 (LIF) 76.9%, Pony AI (PONY) 66.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BIDU, LIF and PONY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Life360 (LIF) leads on 3. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.